The AI-first CRM for professional-services firms, in your Microsoft, run by us.

Small firms are stuck between CRMs that don't fit.

Enterprise platforms are too costly and complex. Popular SaaS CRMs get expensive fast and lock your data inside their island. And "AI" is usually bolted on: a button on the side, not the engine.

AI across your client lifecycle, from first lead to ongoing service.

Follow one prospect, Contoso, screen by screen: a lead comes in, a meeting is captured, a proposal goes out, and a support case is handled. Here is the whole cycle, then each step inside the app.

The full sales cycle: one prospect from a raw lead to a won deal and into post-sale support, with every record in your own Microsoft tenant.

1 · Lead triage

A prospect asks for information from a web form. Power Automate captures the lead and sends an automatic reply, and the AI triages it before you touch anything: it matches the lead against your CRM and recommends promote, link or discard, with a confidence score. You approve the ones that create new records.

Lead Triage in the OpenTavu app: the AI recommendation, its confidence score, and your one-click decision.

2 · Meeting capture

After the discovery call, pull the Teams transcript. The AI writes the summary and extracts the discovery, flags the prospect and their company, and turns it into an opportunity in one click. It even drafts the follow-up email.

Meeting Capture: from a Teams transcript the AI writes the summary, extracts the discovery (needs, budget, timeline, decision-makers, next steps), and flags the prospect. One click turns it into an opportunity, and it even drafts your follow-up email.

3 · Proposal email

When the proposal is ready, OpenTavu writes the client email grounded in it, resolves the recipient, and attaches the branded PDF. You review and send.

Proposal Email: OpenTavu drafts the client email grounded in the proposal, resolves the recipient, writes the subject and attaches the branded PDF. You just review and send.

4 · Case categorization

Once Contoso is a client, every incoming case is read, categorized into your own business lines, and put on an SLA clock, with low-confidence cases routed to human review.

Case Categorization: every case gets an AI assessment with a confidence score, is auto-sorted into your own business line → category → subcategory, and gets an SLA tracked on your business calendar.

Your data, your Microsoft tenant, AI on your own records, and someone runs it for you.

It isn't a feature-by-feature clone of the big CRMs. It's a different economic model: the intelligence you want, on infrastructure you may already pay for, without the lock-in.

A working AI CRM, not a project for you to maintain.

We implement OpenTavu in your Microsoft tenant, connect the AI, and operate it: patches, model tuning, cost control and support. You get outcomes; we keep it running.